News Focus
News Focus
icon url

KMBJN

07/16/25 11:46 PM

#146376 RE: loanranger #146375

You may be right, and it would explain why it has taken so long to get this far.
And yet, here they are. What would they say if they didn't go through with the trial now?

I guess this will be low cost. They reported $2.5M cash as of end of 25Q1, and 10Q from May says they think they have enough funds to run the Phase II trial in DRC for MPox.

I wanted to correct my trial overview after I went back to review the Monday PR. Phase IIa will be 10 on HSPG-cide (NV-387) vs. 10 standard of care, then Phase IIb will be a bigger trial randomized 2:1 HSPG-cide (N=40) or not (N=20) at the selected best dose.

NNVC also gave some false information (par for the course). It isn't the US CDC running/funding the MOSA trial, it is the African CDC, in combination with PANTHER, per mpx-response link.
icon url

drkazmd65

07/17/25 9:31 AM

#146377 RE: loanranger #146375

Makes too much sense.
The biggest risk to this ongoing boondoggle is a REAL test of the merits of an NNVC candidate....ANY NNVC candidate. An identifiable failure puts an end to it, just ask Leo Ehrlich (if you can find him).


I had an email exchange with Seymour a few years after he was ousted as CEO and he alluded to thinking something along those lines himself about Diwan. He was thinking that Diwan was 'afraid of a failure' because he was already doing quite well financially with the arrangement between Theracour and NNVC.

Never mind the fact that - with the way that the arrangement between Theracour and NNVC is structured - A success with any of the drug applications makes Diwan probably worth many, many times more than he is currently would be. It would be a risk to Diwan, but the reward could very easily be worth it.